As more products and platforms were becoming available to clients, the pricing became difficult to parse. This series of guides clarifies the increasingly complicated pricing structure.

I began by dissecting the existing pricing and breaking it down to its smallest components. I printed all of the information for the most complicated scenario, cut the elements out, and arranged them into categories. Once the preliminary architecture for the guides was set, the weights and sizes of the type were fine-tuned. After the composition was finalized, it was applied to the fifteen distinct scenarios and handed off to the programmer to develop dynamic versions.

This template was created while I worked at Morningstar. A flood of communication was being generated by the investment team to explain market conditions. Because of this surplus the monthly commentary was being buried by other materials. A new layout was created, with similar charts, to add consistency and visibility from month to month.

Because the existing forms were crowded with complex information, a holistic redesign of about forty forms was conducted. The process began by identifying problems with the existing forms, such as inadequate space in text fields and varying addresses.

After the issues were recognized, a strict grid and typographic system were established to create consistency from form to form. Once a template was built and all of the forms were redesigned, they were made fillable in Acrobat to add usability.